Screener
FMCE vs RWK
FM Compounders Equity ETF vs Invesco S&P MidCap 400 Revenue ETF
Key differences
Both FMCE and RWK are equity ETFs. FMCE charges 0.72% a year and RWK 0.39%. The main difference: FMCE follows a active selection strategy; RWK uses index enhanced.
- FMCE follows a active selection strategy; RWK uses index enhanced.
- RWK costs 0.33% less per year.
- RWK is much larger than FMCE. Larger funds are usually more liquid and less likely to close.
- RWK has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| FMCE | RWK | |
|---|---|---|
| Annual cost (TER) | 0.72% | 0.39% |
| Fund size (AUM) | $68M | $1.2B |
| Since | 2024 | 2008 |
| Dividend yield | 0.77% | 1.14% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | active selection | index enhanced |
| CAGR 1Y | +10.6% | +29.4% |
| CAGR 3Y | N/A | +17.7% |
| CAGR 5Y | N/A | +11.1% |
| Sharpe 3Y | N/A | 0.78 |
| Volatility 1Y | 12.61% | 16.90% |
| Max drawdown | -11.69% | -46.20% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.